Introducing your team to Lattice Goals
Below is an email admins can use to introduce the team to Lattice Goals and why they are important. The information in the email to align more with your team's launch, but we recommend touching on three key points in your launch email:
- What you are doing
- Why you are doing it
- Your expectations for the team
For email and presentation deck templates, be sure to check out our Change Management Hub in Lattice University.
With that in mind, here is a sample email format that you can use to introduce your employees to Goals:
Hi Team,
We will soon be setting [company, department, and individual goals] in Lattice to enhance transparency across our organization. It is integral that the work that we are doing provides clarity and alignment across all of our teams. For this reason, we will be utilizing Lattice’s [Goals] tool, which will help ensure that [employees' individual goals and objectives are aligned with the company’s vision].
Each [ENTER GOAL CYCLE CADENCE], we will enter company and department goals. This will provide employees full transparency into what’s being worked on at the company. After setting high-level goals, managers and reports will work together to set individual goals that are directionally aligned with the company and department goals.
-- Example message if you are using OKRs –
We will be using the OKR methodology (objectives and key results) in Lattice. OKRs emphasize measurability, transparency, and alignment. These goals will help us provide clarity around our priorities as a company and give teams more visibility into how their work effectively ties into that. Furthermore, when it's time to have performance conversations with our teams, we'll have greater alignment.The company and department goals will already be input into Lattice when you login for the first time. Using these, you will be setting your own individual goals with your manager for this upcoming [ENTER GOAL SETTING CADENCE].
What to expect from [Goals/OKRs]:
Below is our OKR launch timeline for [ENTER GOAL CYCLE TIMELINE]:
[date] - Leadership sets company-wide goals in Lattice
[date] - Department heads set up department goals and align them to company [Goals/OKRs]
[date] - Employees will identify individual [Goals/OKRs] with their manager
[date] - All employees should update their goal(s) in Lattice [cadence]
[date] - End goals by marking them complete or incomplete by the end of the [CADENCE]Training:
We’ll offer separate manager and employee sessions to answer any questions you have about goal setting at [COMPANY]. Please sign up for one of the sessions that works well for you. Managers only need to attend the manager training.
- Employee Training
- [TIME AND DATE]
- Manager Training
- [TIME AND DATE]
Resources:
- How to Write Effective OKRs (plus examples)
- Writing Meaningful OKRs: Program Strategy (Lattice U Course, requires registration)
- How to Set Goals as a Team
- OKRS vs. Performance Objectives
If you have any questions about Lattice or the upcoming [Goal/OKR] launch, please reach out to [HR TEAM] or your manager. Thank you!